Best Investors Account Sign in
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-10
  • NC RA
    APPROVED
    Since 2026-06-10

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6 Wall Street, Asheville, NC 28801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modera Wealth Management, Llc Westwood NJ 04/2025 Present
Brigham University Idaho Rexburg ID 04/2021 04/2025
Unemployed Rexburg ID 09/2020 04/2021
Costco Missoula MT 04/2020 09/2020
Self Employed & Full Time Student Frenchtown MT 04/2016 04/2020
  • 04/2025 → Present
    Westwood, NJ
  • 04/2021 → 04/2025
    Brigham University Idaho
    Rexburg, ID
  • 09/2020 → 04/2021
    Unemployed
    Rexburg, ID
  • 04/2020 → 09/2020
    Costco
    Missoula, MT
  • 04/2016 → 04/2020
    Self Employed & Full Time Student
    Frenchtown, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor